Author Archive
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Oct 28, 2026Why COVID changed everything -
Oct 21, 2026Q3 earnings are here and if history is any guide, that means it’s time for Corporate America to smash forecasts, raise the bar, and then proceed to smash those revised... -
Oct 7, 2026Breaking Down Q4 in a Midterm Year. -
Sep 15, 2026It’s not the news that matters. It’s how the market digests and reacts to the news that is so important. And that’s where the signal lies. -
Sep 9, 2026Here's what's happening below the surface -
Aug 25, 2026Tech earnings are surging off an already high base. -
Aug 18, 2026Earnings growth is off the charts. -
Aug 13, 2026Investors are paying less for earnings. Not more. -
Jul 29, 2026It isn't just the Mag 7 going up anymore. -
Jul 22, 2026People are craving an earlier version of the world. -
Jul 17, 2026How accurate are Wall Street analysts? -
Jan 9, 2026It's not about “narrow leadership” anymore.
